MFS Diversified Income FundDIFDX

MUTUAL FUNDMFS
Type
Mutual fund
Peer group
Allocation
Net assets
$1.9B
Expense ratio
1.64%
1-year return
+8.1%
3 years, a year
+8.0%
5 years, a year
+2.5%
12-month yield
3.84%
Holdings
1,401

What it aims to do.

The funds investment objective is to seek total return with an emphasis on current income, but also considering capital appreciation.

Top 10 holdings.

Holding% of fund
MFS High Yield Pooled Portfolio21.92%
PLD Prologis, Inc.1.52%
EQIX Equinix, Inc.1.06%
SPG Simon Property Group, Inc.0.89%
DLR Digital Realty Trust, Inc.0.83%
MFS Institutional Money Market Portfolio0.82%
VTR Ventas, Inc.0.79%
CL Colgate-Palmolive Co.0.74%
Toyota Tsusho Corp.0.71%
PSX Phillips 660.62%

More on DIFDX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.